Plan Snapshot
- Plan Sponsor: Weatherspoon & Voltz LLP
- Sponsor EIN: 201123112
- Sponsor Address: 3201 GLENWOOD AVENUE, RALEIGH, NC, 27612
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $5.7M | $0 | $0 |
| 2024 | 4 | $4.8M | $134,904 | $89,700 |
| 2023 | 4 | $4.0M | $96,510 | $90,211 |
| 2022 | 4 | $3.3M | $89,817 | $86,250 |